Tag: retirement plan investing

Art by Jackson Epstein

Investment Product and Service Launches

Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement flagship fund; and more.

Mixed TDF Investors Need to Be Prodded to Other Strategies

Participants who mix target-date funds (TDFs) with other investments appear to be more sophisticated, but "it can diminish (or eliminate) the target-date fund’s potential benefit,” says David Blanchett, head of Retirement Research at Morningstar Investment Management LLC.